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Organizational Management

1. How are organizations created in Your Case Plan?

   Organizations are created by Your Case Plan.

2. How are owners and admins added to an organization?

   Owners and admins are added via Sunlight and invited through email with a unique, temporary signup link. They use this link to sign up and manage the organization.

3. What can owners and admins do once they are added?

   Owners and admins can add and manage users, clients, and cases. Case admins can create and manage cases.

User Management

1. How are users (e.g., attorneys, PMs, SWs) added and managed?

   Owners/admins go to the users page and add new users by providing their name, email, and phone number. Each user must have a defined role. Attorneys are automatically set as the Case Admin for any party they are added to.

2. How are guest users added, and what can they do?

   Guest users are added by admins by providing their name, email, and optionally their phone number. Guest users are typically external to the organization and have limited access to view and edit information about specific cases. Their permissions are controlled based on guest party settings.

3. What are guest users, and who can be a guest user?

   Guest users are individuals outside the organization who have limited access to specific case information. Examples include DHS case workers, foster parents, CASA/GAL, kinship providers, or ICWA representatives.

Case Management

1. How are cases added to Your Case Plan?

   Organization admins can create cases as Case Admins by inputting the Case Number and additional details. They can then create parties for a case, assign attorneys to parties, and set them as party admins. They can also invite clients and assign them to parties.

2. How are parties created and managed within a case?

   Admins can create parties for a case (e.g., "Mom's Party") and assign attorneys as party admins. They can invite clients to the party and assign PMs or SWs to the party.

3. What are the types of parties in Your Case Plan?

   • Managed by case owner organization (e.g., OFR)
   • Managed by a linked organization (e.g., DA Office)
   • Guest party managed by the case owner organization

Client Management

1. How are clients added to Your Case Plan?

   Clients can be added through several methods:

   • Option A: Public Link via the OFR Website.
   • Option B: Attorney shares a unique signup link or QR Code with the client.
   • Option C: Client/case-specific invite link created by an org, case, or party admin.

2. How is a client assigned to an attorney?

   • Option A: Admin assigns an attorney to the client from a notification or client profile.
   • Option B: Org, case, or party admin accepts a client signup request.
   • Option C: Similar to Option B.

3. How is a client assigned to a case party?

   • Option A: Org, case, or party admin assigns the client to a case from the client profile. The list is filtered to show cases where the client's attorney is assigned, and no client has been assigned.
   • Option B: Same as Option A.
   • Option C: Org, case, or party admin accepts a client signup request.

These FAQs provide a quick overview of how to manage organizations, users, cases, parties, and clients within Your Case Plan. If you have further questions or need more details, refer to the setup guide or contact support at [email protected]